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Avantax Planning Partners’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Avantax Planning Partners’s Portfolio NUEM Stock Details NUEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28,283
Closed -$811K – 472
2024
Q2 		$811K Sell
28,283
-449
-2% -$12.6K 0.03% 224
2024
Q1 		$790K Buy
28,732
+250
+0.9% +$6.72K 0.03% 227
2023
Q4 		$768K Buy
28,482
+19
+0.1% +$497 0.03% 193
2023
Q3 		$746K Sell
28,463
-2,443
-8% -$66.5K 0.03% 187
2023
Q2 		$844K Sell
30,906
-5,041
-14% -$136K 0.03% 180
2023
Q1 		$966K Buy
35,947
+899
+3% +$24.2K 0.04% 168
2022
Q4 		$892K Sell
35,048
-2,331
-6% -$57.6K 0.04% 179
2022
Q3 		$875K Buy
37,379
+343
+0.9% +$9.04K 0.04% 166
2022
Q2 		$1.01M Sell
37,036
-116
-0.3% -$3.28K 0.04% 153
2022
Q1 		$1.13M Sell
37,152
-8,570
-19% -$269K 0.04% 149
2021
Q4 		$1.48M Buy
45,722
+2,784
+6% +$94K 0.06% 123
2021
Q3 		$1.45M Buy
42,938
+1,516
+4% +$53.1K 0.07% 109
2021
Q2 		$1.54M Buy
41,422
+925
+2% +$33.2K 0.07% 105
2021
Q1 		$1.42M Buy
40,497
+9,956
+33% +$357K 0.07% 112
2020
Q4 		$1.02M Sell
30,541
-1,279
-4% -$40.1K 0.05% 125
2020
Q3 		$903K Sell
31,820
-277
-0.9% -$7.7K 0.05% 128
2020
Q2 		$802K Buy
32,097
+21,951
+216% +$507K 0.05% 136
2020
Q1 		$213K Buy
10,146
+1,777
+21% +$44.6K 0.01% 249
2019
Q4 		$229K Buy
+8,369
New +$218K 0.01% 269

Other funds holding NUEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Planning Partners's NUEM Position: Q3 2024 in Review

Avantax Planning Partners sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q3 2024, closing a stake of 28,283 shares — an estimated $811K sold.

Avantax Planning Partners first reported a position in NUEM in Q4 2019 and held it in 19 quarters. The position peaked at $1.54M in Q2 2021. 96 funds tracked by Wall St. Rank hold NUEM as of Q3 2024.

  • Avantax Planning Partners reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 28,283 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2024, an estimated $811K.
  • Avantax Planning Partners first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q4 2019 and held it in 19 quarters.
  • Avantax Planning Partners's Nuveen ESG Emerging Markets Equity ETF position peaked at $1.54M in Q2 2021.
  • 96 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.